Opportunities
The Opportunities tab is built around one goal: recovering unscheduled treatment. It surfaces patients who have accepted or presented treatment that was never scheduled, ranks them by how likely they are to convert, and shows you where the most value is by procedure type.
Summary Cards
Metric | What it tells you |
|---|---|
Revenue to Recover | Total estimated value of all unscheduled treatment in your backlog |
Patients to Call | Number of patients with at least one unscheduled treatment item |
Avg Value / Patient | Average unscheduled treatment value per patient |
Oldest Unplanned | How many days ago the oldest unplanned treatment was recorded |
Recovery Queue
An AI-scored list of patients ranked by how likely they are to schedule. Each entry shows the AI score, patient name with difficulty tag (Easy Recovery, Moderate), number of procedures and total value, days since last contact, and an expandable row for procedure details.
Start with Easy Recovery patients — they have the highest likelihood of scheduling and the least friction.
By Procedure Type
A ranked list showing which procedure codes make up the most of your unscheduled treatment backlog. Each entry shows the procedure code, total revenue opportunity, number of procedures, and a bar showing relative value. Use this to identify which procedures to prioritize in Novi outreach campaigns.